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Budget Management Technical Assistance

DID YOU KNOW?

*2 CFR § 200.473 - Training and education costs.  The cost of training and education provided for employee development is allowable.

NOSOTROS Education Center (NEC) offers a specialized budget management support service tailored exclusively for TRIO Project Directors and their teams. In partnership with an experienced accountant with over 30 years of expertise, NEC has developed a user-friendly, TRIO-compliant spreadsheet template.

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This service includes:

 

A customized, editable Excel spreadsheet that:

  • Tracks projections, actuals, and budget adjustments by month

  • Transfers funds from one budget category to another

  • Flags potential federal carryover

  • Helps match ED budget formats with internal college/agency financial systems

  • Includes a transaction history tab for each purchase

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One-on-one support for initial setup and customization of the tool. 

  • Step-by-step guidance for real-time tracking

  • Optional follow-up support at key intervals (e.g., drawdowns, carryover planning, closeout)

  • Templates can be standardized across multiple TRIO programs within an agency/institution and system

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Ideal for:

  • TRIO Project Directors needing real-time visibility into budget health

  • Projects navigating complex carryover scenarios or funding cycle closeouts

  • TRIO programs seeking to align federal budget formats with local finance office systems

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Start your TRIO project on the road to seamless, compliant budget management. 

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